Categories & Tiers
Categories & Tiers
What are Categories and Tiers?
Categories and Tiers help you sort and organise your partners. Think of categories as the “what” (the type of partner) and tiers as the “level” (how established or successful they are).
Where to find it
Settings, then Categories & Tiers (under Partner Program).
Who can use it: Admin or Partnerships team members.
Plan: You need a paid Journeybee plan.
How the page works
The page has two tabs at the top: Categories and Tiers.
If you have more than one partner type turned on (for example Referral and Reseller), a second row of tabs lets you pick which partner type you are editing. Categories and tiers are kept separate for each partner type. Distributor partners are managed separately by Journeybee and do not appear here.
Categories
Use categories to group partners by type, industry, or focus area (for example “Technology Resellers” or “Marketing Agencies”).
Add a category
Click Create at the top.
Type a name for your category.
If you have more than one partner type, pick which one this category is for.
Click Add category.
Edit or delete
Edit: Click a category name in the list and type your change.
Delete: Click the bin icon. Only admins can delete. Partnerships team members can edit names but cannot delete.
When you have unsaved name changes, a Save button appears at the top. Click Save to keep them or Cancel to throw them away.
Tiers
Tiers represent partner levels or rankings (for example “Bronze”, “Silver”, “Gold”, “Platinum”). Each tier also has a colour so it stands out on partner cards.
Add a tier
Click Create at the top.
Type a name for your tier.
Pick a colour for the tier.
If you have more than one partner type, pick which one this tier is for.
Click Add tier.
Edit or delete
Edit: Click a tier name to change it, and use the colour picker to change its colour.
Delete: Click the bin icon (admins only).
Save tier changes with the Save button at the top.
How they work together
You can give a partner both a category and a tier. This gives you two ways to sort and report on partners:
Categories answer “What type of partner is this?” (for example Technology partner, Channel partner, Referral partner).
Tiers answer “What level are they at?” (for example Bronze, Silver, Gold).
Good to know
Deleted categories and tiers cannot be brought back, so check before removing one.
Keep names clear and consistent so they are easy to use in reports and filters.
Think about your long-term partner plan when you create these.
Tier colours help partners spot their level at a glance on cards and lists.